+355.9%
APH vs PSX
+342.7%
+13.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +4.5% | +0.4% | +4.3% |
| 30D | -3.9% | +26.6% | -30.5% | -7.1% |
| 3M | +13.0% | +39.3% | -26.3% | +7.5% |
| 6M | +25.2% | +56.8% | -31.7% | +16.1% |
| YTD | +22.9% | +101.8% | -78.9% | +7.8% |
| 1Y | +47.8% | +99.6% | -51.8% | +29.7% |
| 3Y | +283.0% | +140.3% | +142.7% | +215.9% |
| All | +355.9% | +342.7% | +13.2% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling